CTC Reunion 2012

All the details are set, and the tables reserved for our annual CTC Reunion. We’ve combined it with the Tax Coach Supertable so you can stay for more networking and fun! Join us October 17-19 in New Orleans at Hotel Monteleone. Wednesday will be an exclusive CTC reunion where we’ll be hosting 7 workshops designed to take your business to the next level.

Fire Your “D” Clients – In this hands on workshop, you’ll develop your own action plan to rank your current clients and get rid of the troublemakers!  We’ll cover the disengagement process and provide templates that cover the legalities for firing clients that are not profitable or just a pain in the . . . neck!  Gain the confidence you need to let go of the “focus drainers” and “time wasters” by using new strategies for replacing low profit business clutter .  Learn 5 key strategies to substitute profitable core clients who fit your business model.

Social Security Basics and Advanced Planning StrategiesSocial Security Planning has a critical role in Tax Planning for Retirement; one that is most often overlooked in developing long term tax strategies.  As 10,000 people turn 65 each day, Certified Tax Coaches gain new opportunities for planning.  This workshop will arm you with the information you need to answer basic social security questions and to help clients create tax free income and increased benefits.  We’ll even include a hands on case study where you’ll learn the secrets to creating over $80,000 in tax free income for the client!

Build Your Brand With Trade Shows and Sponsorships – Ever thought of presenting at a conference or hosting a table at a Trade Show? Trade shows and sponsorships can be a powerful gateway to new tax planning prospects.  Learn why it’s not the number of people your event draws that matter.  Come away with 27 low or no-cost trade show tips for improving your performance.  Are you wasting money on giveaways and promotions?  Increase your return on investment by avoiding the 3 deadly mistakes.  Find out the secrets to influence prospects’ decisions and come away with higher sales numbers every time.  Identify which shows and conferences are the perfect gathering place for your target market and how to best engage them while you’re there!

Discover Tax Free IncomeThis hands-on case study will use your new found knowledge from our Social Security Strategies workshop to help you calculate tax savings and manage trouble spots for a taxpayer planning for retirement.

Double Your Business in 30 Days, Using Networking to Propel Your Business to New Heights! Hear from our special guest instructor, CTC Robert Gambardella, who’ll share with you how he doubled his business in just 30 days!  We’ll walk you through the steps to use networking as a key to receiving a new lead each and every day of the year!  Hear which groups are best for scoring leads and avoid the mediocre “business card swap.” Discover the magic elevator pitch leaving referral partners actively hunting new prospects for your business.  Once you get the referrals pumping in, you’ll need the secret Robert uses to work his leads, converting them into lucrative tax plans and monthly recurring income.

Maximizing State Tax StrategiesInstantly add an extra 5-10% to your tax return diagnosis with effective state tax planning.  State taxation has become more complex and demanding than ever before – in this workshop, learn how to develop tax plans which leverage state tax planning strategies, loopholes, and credits.  We’ll cover sourcing of income, nexus issues for owners, taxation in the cloud, and why nonconformity is not a dirty word!  We’ll also cover practical resources for tackling the toughest state tax research issues.

The Art of Closing the DealWho says there’s no such thing as a little friendly competition? In this hands-on workshop, you’ll test out different techniques to take charge of the client interview and “close the deal.” Once you get a chance to try your hand at these foolproof methods to help you overcome any objection, you’ll compete against your peers to win cool prizes!

CTC FIRST ANNUAL AWARDS BANQUETJoin us as we pay tribute to CTC members for our success!  We hope that you can join us in honoring those who have demonstrated outstanding leadership in our community this past year.  Nominations for “People’s Choice” awards will open in May 2012.
Best part about the CTC Reunion?  It’s free for CTC members!

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